Kingsview Wealth Management’s JPMorgan Active Value ETF JAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
34,672
+79
| +0.2% | +$5.17K | 0.04% | 417 |
|
|
2025
Q1 | $2.2M | Buy |
34,593
+8,652
| +33% | +$550K | 0.04% | 371 |
|
|
2024
Q4 | $1.64M | Buy |
25,941
+20,312
| +361% | +$1.29M | 0.03% | 435 |
|
|
2024
Q3 | $361K | Sell |
5,629
-288
| -5% | -$18.5K | 0.01% | 816 |
|
|
2024
Q2 | $351K | Buy |
5,917
+2,291
| +63% | +$136K | 0.01% | 789 |
|
|
2024
Q1 | $217K | Buy |
+3,626
| New | +$217K | 0.01% | 938 |
|
|
2023
Q4 | – | Sell |
-5,813
| Closed | -$298K | – | 988 |
|
|
2023
Q3 | $298K | Buy |
+5,813
| New | +$298K | 0.01% | 747 |
|